UNIQUE TRUST ADMINISTRATION NEEDS
June 8, 2018
We at The Elder and Disability Law Firm, APC, strive to deliver personalized trust planning assistance for individuals in Redlands, California. We are proud to offer our knowledge and guidance to assist with the trust & trust administration of a revocable trust, testamentary trust, living trust, charitable trust, or express trust. We recognize how complex the trust administration process is, and we are happy to work closely with our clients to help them meet their trust planning goals.
Our firm's expertise in estate planning, disability law and asset protection is advantageous for clients who may require unique trust administration needs. From the most complex of trust administration requirements to asset protection needs, the Elder Law Firm can assist with most estate planning efforts.
Our client services require hands-on attention, and we work closely with our appraisal team to ensure that assets have the most accurate values. Our legal team recognizes the need for a well-executed strategy for trust administration.
We can help with several different types of trusts and different situations. In the case where there may be concerns about a person's lifestyle, we can help develop a spendthrift trust, allowing the administrator to outline how funds can be used. One with interests in giving back can have a charitable trust set up to further their altruistic efforts while limiting tax liabilities for heirs.
It never hurts to have proper estate planning assistance when establishing a trust. A Trusts & Trust Administration attorney can formulate the right strategy and see to it that the interests are properly addressed. The Elder and Disability Law Firm understands the fundamentals of asset protection and can incorporate the proper safeguards to ensure that the decedent's wishes are honored.
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